Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Shawn G
Series 66
Moscow, ID
Thrivent Investment Management
Shawn Greenfield is a Series 66-credentialed financial advisor with six years of industry experience, currently serving at Thrivent Investment Management. His prior roles include positions at Navitas and Washington State University. Outside of his advisory work, he is the CEO of Greenfields Photography and serves as treasurer and board member for Palouse Care Network, a nonprofit focused on supporting individuals facing unplanned pregnancy and sexual health concerns. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning and managed-account services under consolidated billing.
Brian V
Series 66
Burnsville, MN
Thrivent Investment Management
Brian Van Dyke is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has prior experience spanning 23 years at Travelers Insurance and three years as a self-employed professional before joining Thrivent in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning that covers a broad range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”
Brent L
Series 66
Raleigh, NC
Thrivent Investment Management
Brent Little is a financial advisor with Thrivent Investment Management based in Raleigh, NC. He holds the Series 66 designation and has five years of industry experience. Prior to his current role, Brent worked with 323 Sports for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”
Michael J
Series 63, Series 65
Tampa, FL
Thrivent Investment Management
Michael Joeckel is a financial advisor with Thrivent Investment Management in Tampa, FL, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses covering a broad range of planning topics and allows clients to combine planning with managed-account services under a consolidated billing option.
Genie M
Series 66
Dallas, TX
Thrivent Investment Management
Genie Mcgee is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. She has worked at Thrivent Investment Management and Thrivent Financial since 2022 and previously held roles at New York Life and other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a wide range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”
Theodore S
Series 63, Series 66
Fargo, ND
Thrivent Investment Management
Theodore Swiontek is a financial advisor with Thrivent Investment Management in Fargo, ND, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Thrivent and its affiliates since 2018 and previously worked at Food Services of America. Outside of his financial advisory role, he serves as chairperson of Clay County Pheasants Forever, focusing on habitat preservation and youth involvement in hunting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers comprehensive, goal-based planning across various financial topics, allowing clients to integrate planning with managed-account services while maintaining separation between the two.
Sierra P
Series 66
Minneapolis, MN
Thrivent Investment Management
Sierra Pemberton is a Series 66 licensed financial advisor with Thrivent Investment Management in Minneapolis, MN, and has one year of industry experience. Prior to her current role, she worked at Think Mutual Bank for four years and Wells Fargo Bank for four years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial planning across various topics, delivered either as a one-time or ongoing engagement, while keeping planning services separate from managed accounts.
Blake D
Series 66
Greenville, WI
Thrivent Investment Management
Blake Davies is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his advisory career in 2025. He has prior work experience at Vande Hey Company, Inc. from 2020 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and written recommendations on a range of financial topics, with planning delivered separately from managed accounts under a consolidated billing option called “WealthPlan.”
Erik L
Series 63, Series 65
Thousand Oaks, CA
Thrivent Investment Management
Erik Lundring is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is a co-owner of a real estate leasing business in Thousand Oaks, California. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, and estate planning. The firm delivers goal-based analyses and allows clients to combine planning with managed-account programs while maintaining planning and investment management as separate services.
Brandon S
Series 63, Series 66
Glendale, AZ
Thrivent Investment Management
Brandon Sparks is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his financial advisory role, he serves as an assistant football coach at Phoenix Christian High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to combine planning with managed-account programs while maintaining separate services and does not manage institutional portfolios.
Barry N
Series 63, Series 65
Overland Park, KS
Thrivent Investment Management
Barry Nelson is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including U.S. Bancorp Investments, Raymond James Financial Services, and Seligman Advisors. Outside of his advisory role, Nelson serves as Vice Commodore of the Lake Stockton Yacht Club, where he organizes sailboat races and maintains the club website, and he is an advisory board member of the charity Braden's Hope. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering clients the option to combine planning with managed-account services under a consolidated billing structure.
Shaun S
Series 63, Series 66
Billings, MT
Thrivent Investment Management
Shaun Seedhouse is a financial advisor with Thrivent Investment Management in Billings, MT, holding Series 63 and Series 66 designations with 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as the secretary of a local business owners association and owns a recreational activities club that hosts weekly hockey ice time for friends. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and broad financial planning topics without portfolio management or institutional advisory services.
Joshua H
Series 66
Shawano, WI
Thrivent Investment Management
Joshua Hull is a financial advisor with Thrivent Investment Management based in Shawano, WI. He holds the Series 66 designation and has four years of industry experience. Prior to joining Thrivent, he worked for KBX Logistics for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping these services separate.
Matthew C
CFA®, Series 66
Montvale, NJ
Thrivent Investment Management
Matthew Conway is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds the CFA® designation and Series 66 license. His prior roles include positions at Oppenheimer & Co. Inc., Ultimus Fund Distributors, LLC, Lyrical Partners, LP, and New York Life-affiliated firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.
Alexis J
Series 66
Osakis, MN
Thrivent Investment Management
Alexis Johanson is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, Alexis worked in various roles including resident assistant at Galeon Senior Living and positions in education and construction. Outside of finance, Alexis works part-time as a resident assistant at a senior living facility, helping residents with daily activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning on a wide range of financial topics without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate services.
Jeremy M
Series 66
Eagan, MN
Thrivent Investment Management
Jeremy Moe is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, income tax, estate, and business continuation. The firm combines goal-based analyses and a managed-account program while maintaining separate planning and portfolio management services.
William H
Series 66
Nashville, TN
Thrivent Investment Management
William Hickey is a Series 66-licensed financial advisor at Thrivent Investment Management in Nashville, TN, with one year of industry experience. Prior to joining Thrivent, he held various roles mainly in the music and education fields, including freelance musician and educator. He provides general freelance music services such as performing and teaching drum lessons outside of his advisory role. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering topics like retirement, income tax, estate, and special needs planning, with the option to combine planning with managed accounts under a consolidated billing program.
Ryan D
Series 66
Golden Valley, MN
Thrivent Investment Management
Ryan Dewey is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and NEXT Financial. Outside of his advisory role, he is involved in several activities including serving as treasurer and secretary for a children’s party equipment rental business, managing a smart home electronics support company, and working as a snowboard instructor and bus chaperone. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering planning separately from portfolio management and managed-account services.
Jonathan R
Series 66
Sheboygan, WI
Thrivent Investment Management
Jonathan Risseeuw is a Series 66-registered financial advisor with Thrivent Investment Management, bringing six years of experience at the firm and five years in the industry. Prior to his advisory role, he worked for 19 years at Kohler Company. He serves as Vice President of the Kohler School Foundation, an organization that raises funds to support enhanced educational experiences for students. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm emphasizes planning across a wide range of topics and allows clients to combine these services with managed accounts through a consolidated billing option.
Oscar M
Series 66
Greenwood Village, CO
Thrivent Investment Management
Oscar Moreno is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2019, with prior roles including work at Missouri State University and Greek Belly. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning across various financial topics. The firm offers these services as one-time or ongoing engagements and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters